Property Securities in Focus: Fund Update and Outlook
May, 2025
Webinar Sections:
Introduction & Team Overview
Fund Performance, Philosophy & Sector Positioning
Market Outlook & Macro Environment
Portfolio Highlights & Stock Stories
Q&A
Join Portfolio Manager Amy Pham as she shares an update on the Pengana High Conviction Property Securities Fund. During the webinar, Amy discusses the Fund’s performance, investment approach, and positioning across key sectors amid shifting interest rates and market volatility. The session wraps with a Q&A covering market outlook, key holdings, and the role of REITs in today’s investment landscape.
